XBGYX (XBGYX) Institutional Ownership Changes & 13F Activity

XBGYX. Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Sequoia Financial AdvisorsBuy38517,763$104,445
Q3 2025Sequoia Financial AdvisorsBuy38217,378$99,924
Q2 2025Sequoia Financial AdvisorsSell-6,42616,996$98,409
Q1 2025Sequoia Financial AdvisorsBuy7,17623,422$131,398
Q4 2024Sequoia Financial AdvisorsBuy32116,246$86,269
Q3 2024Sequoia Financial AdvisorsBuy15,92515,925$92,363

Frequently asked questions about XBGYX activity

  • Which institutional owners are buying XBGYX?

    Institutional owners buying XBGYX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XBGYX activity?

    "Buy" means an investor increased their reported position in XBGYX compared to the prior reporting period. This reflects growing exposure to XBGYX rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XBGYX increasing?

    Institutional interest in XBGYX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related XBGYX Institutional Insights

XBGYX Institutional Ownership Changes and 13F Activity | InsiderSet